OPS ADMIN
SP
Operations overview
How the delivery team is performing this week. A real strategist prepares, reviews, decides, and sends every consequential action — submit, outreach, the ask, escalation.
Active members
284
+18 onboarded this week
Apps submitted (wk)
412
+9% vs last week · 12 awaiting approval
Interviews booked (wk)
63
+11 across 47 members
Strategists
7
avg 40.6 members each · 4.7★ quality
MRR
$231k
+6.2% net of churn · ARR $2.77M
Open tickets
9
−4 · 2 escalated to a human
Recent activity
Last 60 minutesMarcus Lin approved & submitted 4 applications for A. Rhodes — drafted by your strategist, reviewed before send.strategist-drafted
2 min ago · Concierge
Renata Solberg sent recruiter outreach to 6 contacts for T. Park after polishing her own draft.strategist-drafted
11 min ago · Outreach
Interview booked for J. Lawson — onsite loop confirmed for Jun 30.
23 min ago · logged by strategist
Your strategist mapped 9 referral paths for M. Cho — flagged for Devon Ross to make the ask.needs human
34 min ago · queued
18 new members finished onboarding and were paired with a strategist.
52 min ago · strategist-paired
Strategist load
Members per human| Strategist | Track | Members | Quality | Capacity |
|---|---|---|---|---|
ML Marcus LinLead concierge | Concierge | 48 | 4.9★ | Near cap |
PN Renata SolbergOutreach lead | Outreach | 39 | 4.8★ | Healthy |
DR Devon RossConcierge | Concierge | 44 | 4.6★ | Healthy |
AK Nick KhanConcierge | Concierge | 41 | 4.7★ | Healthy |
TB Theo BrandtOutreach | Outreach | 28 | 4.5★ | Has room |
Alerts
3 need action2 escalations open > 4h
Member distress + a billing dispute awaiting a human.
12 apps awaiting approval
Strategist-drafted, unsent. Oldest waiting 3h — past the 2h SLA.
Marcus Lin near capacity
48 members / 4.9★. Rebalance before quality slips.
2 strategists due for re-cert
"Strategist Operating Model" expires in 7 days.
Margin flywheel
On target40.6members / strategist
Target this quarter: 60. The ratio expands as the strategist bench grows — never by removing the human who sends.
This week at a glance
Outreach messages sent1,184
Referral asks made96
Materials tailored & approved338
New trials started22
Net member churn1.8%
Honesty guardrails. Named strategists are real, accountable people who own every send. No outcome guarantees. Disclose how the work gets done. The member is the client, never the product.